WICPA CPE & Special Event Catalog
Surgent's Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams
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Online
2.00 Credits
Member Price: $99
Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental toughness, competence and confidence. A confident accounting or finance person makes better decisions and thinks in deliberate ways to meet adversity and pressure. Resilience is the ability to exercise tenacity, bounce back from tough times, or even triumph in the face of adversity. Today's accounting professionals will experience challenges but are able to reframe then as learning opportunities. Resilient accounting and finance professionals push their limits, learn from their mistakes and are able to transform an organization and themselves.
Surgent's The Americans with Disabilities Act & the Family & Medical Leave Act
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Online
0.00 Credits
Member Price: $99
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines and examples of the key concepts under both laws.
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $149
Unlock the incredible potential of Artificial Intelligence (AI) & automation tools to revolutionize your business operations. Imagine boosting productivity & accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT & Gemini are your new best friends for conducting research, drafting reports & crafting correspondence. Meanwhile, Microsof's Power Automate platform & tools, such as Zapier, can elevate your efficiency to levels you never thought possible. Join our session to modernize your workflows & harness these powerful tools. You'll dive into practical applications of today's AI & automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity & even boost team morale. Additionally, we'll guide you through potential pitfalls & help you avoid common mistakes when using these tools. This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don't miss out on this opportunity to transform your operations & achieve unparalleled efficiency. Sign up today & take the first step towards a smarter, more productive future!
Yellow Book Independence & Single Audit Fundamentals
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Online
4.00 Credits
Member Price: $149
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics of Care in the Workplace
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Online
2.00 Credits
Member Price: $89
Ethics involve relationship to self, others and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Current Nonprofit Fraud Trends
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Online
4.00 Credits
Member Price: $149
Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements & implementation. Starting with the 2024 PTIN renewal season, all PTIN holders must certify they have a WISP & have trained employees, staff & contractors as necessary. Participants will explore the history & legal foundation of WISP under the Gramm-Leach-Bliley Act & how compliance is enforced through Circular 230, AICPA Statements of Standards & Federal Trade Commission (FTC) regulations. Attendees will gain practical guidance on writing an effective WISP & ensuring compliance with due diligence standards for data security.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Mastering Form 7217: A Guide to Partnership Property Distribution
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Online
1.00 Credits
Member Price: $39
This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner's interest, Section 751 & how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to terri.storer@acpen.com
Revenue Recognition Determine the Transaction Price Part II
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Online
1.00 Credits
Member Price: $39
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. Previous courses in this series have covered the standard at a high level & evaluated step one & two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract: Part One Revenue Recognition: Identify the Contract: Part Two Revenue Recognition: Identify Performance Obligations: Part One Revenue Recognition: Identify Performance Obligations: Part Two Revenue Recognition: Determine Transaction Price: Part 1 Revenue Recognition: Determine Transaction Price: Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
Ethics: Keeping the Good From Breaking Bad
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Online
1.00 Credits
Member Price: $39
Ethics are how groups define right From wrong. Codes of Ethics define good behavior From bad behavior for professionals. When we break those codes, we "break bad." For five seasons, the popular television show "Breaking Bad" explored the transformation of one good man breaking bad. This session provides an overview of ethics & why people break bad, while using examples From the TV show as well as case studies of good people who broke bad.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
2.00 Credits
Member Price: $89
This comprehensive course provides a focused update on key auditing developments affecting governmental & Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance & related Single Audit requirements. Participants will begin with an overview of significant revisions to the 2024 Yellow Book, including changes related to quality management, key audit roles & effective dates. The course also addresses the GAO's implementation delay & its implications for audit planning, along with recent updates to the Green Book that may affect internal control considerations for governmental entities & Single Audits. The course then shifts to recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide & guidance issued through the Office of Management & Budget (OMB). Reporting-related changes, including the transition to SAM.gov-based reporting, are also discussed. Designed for auditors working with governmental entities & federal awards, this course helps participants understand how recent auditing & compliance changes intersect-and what to monitor as expectations continue to evolve.
Hot Topics Accounting Update: 2026
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Online
2.00 Credits
Member Price: $89
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Governmental Accounting 102
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Online
2.00 Credits
Member Price: $89
Intro to Governmental Accounting 102 is the natural follow up course to the original Intro to Governmental Accounting 101. In this session, we will tackle unique things like what makes a fund a major fund, what are the differing basis of accountings used, why geography matters in the world of state & local governmental reporting & many other intermediate type topics. A great course to take after you have taken Intro to Governmental Accounting 101.
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mastering Partnership Basis: Inside & Outside Basis
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Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leading Risk Management Practices in a Dynamic Risk Environment: Part II
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Online
1.20 Credits
Member Price: $39
In Session One we evaluated: Examine Governance Organizational Framework (Strategy & Risk), Determine how to identify risks, Understand how to Assess Risk: Risk Assessment impact & likelihood, Steps towards performing a comprehensive Risk Assessment & Prioritization. This session goes deeper into the process of risk management & risk assessment. This session also includes a case scenario for evaluating risk management risks.
Budget Mastery: Process, Problems & Solutions
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Online
2.00 Credits
Member Price: $89
The budgeting process can be a mundane one for accountants. Let's be realistic & agree that even the word "budget" does not bring excitement to you & your departmental colleagues. The constraints & pressures can lead to poor decisions in both the technical & human components. This session is the first part of a four part series & will cover the big picture of keeping the process fresh, pragmatic & useful. We discuss these keys in an engaging manner by discussing both our flaws & strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
AI Lessons Learned for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Current & Future Landscape of Audit Technology
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Online
2.00 Credits
Member Price: $89
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI) and automation and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.